Nilan Johnson Lewis Pa 401(K) Savings Plan — Form 5500 plan (Nilan Johnson Lewis Pa)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Nilan Johnson Lewis Pa 401(K) Savings Plan is a benefit plan reported by Nilan Johnson Lewis Pa under EIN 41-1848848 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $49,941,328 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nilan Johnson Lewis Pa
- EIN
- 41-1848848
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $49,941,328
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20241015172712NAL0050681040001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,941,328
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,941,328
- Net assets (BOY)
- $45,978,034
Income & contributions
- Employer contributions
- $1,037,737
- Participant contributions
- $1,429,205
- Total contributions
- $2,560,871
- Total income / additions
- $9,820,297
Expenses & distributions
- Benefits paid
- $5,766,742
- Administrative expenses
- $89,045
- Total expenses
- $5,857,003
- Net increase / (decrease)
- $3,963,294
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $49,045 | not reported in the loaded dataset | 2023 |
| Advanced Capital Group | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |